March 5: Concept stocks overview of smart economy, electrical equipment, quantum phones, Iran situation, and more

[TOU股吧]

I. Selected overnight news highlights.

1. Smart Economy: The term “Smart Economy” first appeared in reports and comments by journalists at the Two Sessions. Yesterday afternoon, the concept of Smart Economy suddenly gained momentum, seemingly captured by quantification. Companies with “Smart” in their names saw their stock prices soar, with several hitting the daily limit and many experiencing large gains. What are the economic hot topics at this year’s National Two Sessions? What important deployments will be made in the first year of the “14th Five-Year Plan”? Media outlets summarized five key words from yesterday’s press conference and suggestions from representatives, committee members, and experts: macroeconomic governance, smart economy, investing in people, expanding consumption, and reform and opening up. The idea of a smart economy is quite innovative and gained traction in the afternoon. Of course, the most critical factor will be whether today’s report mentions the smart economy.
   Concept stocks: Canaan Intelligent, Reinna Intelligent, Huiwei Intelligent, Yanhua Intelligent, Smart Automation, Zhuolang Intelligent, Xuchang Intelligent, Wansheng Intelligent, Huaya Intelligent, Keda Intelligent, Hongying Intelligent, Saimo Intelligent, Dongjie Intelligent, Baisheng Intelligent, Sanfeng Intelligent, Daye Intelligent, BaiAo Intelligent, Reide Intelligent, etc.

2. Power Equipment: AI intensifies “electricity shortage.” According to The Information, the U.S. power grid will undergo an epic expansion. Over the past few months, the three major regional grid operators in the U.S. and the Midwestern grid management departments have approved a total of $75 billion in transmission capacity expansion projects.
   Concept stocks: Canaan Intelligent, Tongguang Cable, Ankao Smart Electric, Yinen Power, Xinte Electric, Shuangjie Electric, Shunnuo Shares, Fuda Alloys, Hanlan Cable, Jicheng Electronics, Shima Power, Huatong Cables, Hangdian Shares, Hongsheng Huayuan, CanNeng Power, Hongxiang Shares, etc.

3. Quantum Phones: Domestic quantum phones showcased on CCTV’s “Great Craftsmen,” planning to officially launch for civilian markets by the end of this year or early next year.
   Concept stocks: Guodun Quantum, China Telecom, China Unicom, ZTE, Leike Defense, Unisoc, Guangxun Technology, Huagong Technology, Unigroup Zhanrui, BGI Electronics, etc.

4. Iran Situation: High-level aide to Khamenei states Iran has no intention to negotiate with the U.S. Amidst ongoing conflicts in the Middle East, COSCO Shipping has suspended new bookings on related routes effective immediately. Goldman Sachs expects shipping traffic through the Strait of Hormuz to begin recovery within five days and to fully normalize by mid-April.
   Concept stocks: ShuiFa Gas, Shandong Molong, Intercontinental Oil & Gas, Zhun Oil, Petrochemical Oil Services, Taishan Petroleum, Zhongman Petroleum, China Merchants South Oil, Blue Flame Holdings, etc.

5. Robotics: Conference speaker states that 2025 will be a critical year for breakthroughs in domestically-made humanoid robot technology. Elon Musk recently announced that Tesla will be one of the companies manufacturing general artificial intelligence, and likely the first to produce it in humanoid/atom form.
   Concept stocks: Wuzhou Xinchun, Sanhua Zhikong, Top Group, Green Harmonics, Zhaowei Electromechanical, Mingzhi Electric, Zhongda Lide, Fulaixin Materials, Dongfang Precision, Jinghua New Materials, Hechuan Technology, Keli Sensors, Estun, New Shida, Lantai Technology, Shanghai Electromechanical, Hanwei Technology, Beite Technology, Zhejiang Rongtai, etc.

6. Storage Chips: Prices of storage chips surge. Samsung Electronics raised Q1 DRAM prices by 70% to 100%. Some institutions remain optimistic about storage entering a high prosperity cycle in 2026, which could last into the first half of 2027. Lenovo issued a price increase notice, with some computers seeing price hikes over a thousand yuan.
   Concept stocks: Baiwei Storage, Beijing Junzheng, Shannon Chip, Demingli, GigaDevice, Dawei Shares, North Huachuang, Lankei Technology, Huahong Company, Zhongwei, Shennan Circuit, Yitang Shares, Changdian Technology, Unigroup Zhanrui, etc.

7. Hydrogen Energy: The National Energy Administration held a symposium on green fuel industry development, emphasizing that developing green fuel industries helps replace oil and ensure energy security.
   Concept stocks: Weichai Power, Yihuatong, Jingcheng Shares, China National Building Material Technology, Houpu Shares, Baofeng Energy, Longi Green Energy, Sunshine Power, Huaguang Huaneng, Meijin Energy, etc.

8. Brain-Computer Interface: Hainan Provincial Drug Administration issued a notice supporting high-quality development of brain-computer interface medical devices. Aligning with national standards for brain-computer interfaces, supporting eligible products to conduct urgent clinical applications at Lecheng Medical Institutions. (Innovative Medical, Sanbo Neuroscience)

9. AI Video: Seedance 2.0 pricing announced, with video input at 28 yuan per million tokens, excluding video input at 46 yuan per million tokens. (Runze Technology, Fengyu Zhu)

10. Tantalum Capacitors: After market close on March 4, Yageo, a leading passive component manufacturer, announced its third price increase for polymer tantalum capacitors, effective April 1. (Orient Tantalum, Hongda Electronics)

11. Blade Batteries: BYD will release its second-generation blade battery and fast-charging technology on March 5. (BYD)

12. Environmental Protection: The Ecological Environment Code is China’s second law named as a “Code.” (Zhonglan Environmental, Zhenghe Ecology)

13. Herbicides: Syngenta will cease global production of paraquat herbicide by the end of June 2026. (Xingfa Group, Yangnong Chemical)

14. U.S. Major Stock Indices: All three major indices closed higher, with most large tech stocks rising. Intel up over 5%, Amazon and Tesla up over 3%, Meta and Nvidia up over 1%, Microsoft and Netflix slightly higher; Apple and Google slightly down. Cryptocurrency concept stocks surged collectively.

II. Selected new concept stocks.

1. Shale Gas (Yunnan Energy Investment, Dongtu Technology)

2. Commercial Aerospace (Anlu Technology, Senyuan Electric)

3. Coal Chemical Industry (Haohua Energy)

4. Virtual Power Plants (Zheneng Electric)

5. Mergers and Acquisitions (Aike Shares)

6. Nuclear Power (CITIC Special Steel)

7. CPO (Huasheng Chang)

8. Consumer Electronics (Haifeiman)

9. Vitamins (Xuan Tai Medicine)

10. Data Centers (Sanhuan Group)